Training Agenda

What can you expect with OPS-COM Training?

OperationsCommander is a system with many modules designed to may your Parking and Security organization more efficient and effective. You will be trained based on which modules you have purchased, however, there are some modules that are core OPS-COM; for example, User Management, Payments, System Admin and Configuration.  If this is a new installation, your Account Executive will be in touch right after your Preview site is setup to start the discussions about setting up OperationsCommander.  For a complete walk through of the New Client Orientation and Rollout tasks refer to this wiki article.

Module 1 - OPS-COM System Setup

There are a number of items on the New Client Orientation and Rollout tasks checklist that you should read through before proceeding. Please review sections 1 - 3.

It is important that you setup your final configurations on your production system. The preview system is for testing and the information created here is temporary.

System Config

1. Determining your Roles and Permissions

   OPS-COM allows System Owners and Administrators the ability to setup roles that will restrict access to information and features in OPS-COM. Roles are a group of permissions that are bundled and assigned to a set of users. For example, you may wish to create a role for Patrol Officer. You will set the permissions for this role and assign users the role of Patrol Officer when you would like to grant them permissions that match that job. Users can be assigned multiple roles.

   For a quick overview video, CLICK HERE.  Refer to this wiki article for more information

2. Creating Administrator Accounts

   When the system is setup for the first time there will only be one Administrator. The OPS-COM team will have set it up and provided the login details to you. To get your other users in the system you will need to follow the steps in this wiki article.  It is also important to know how to Properly Disable an Admin Account

   
   

3. Setting up Your User Types and Profile Info

   Your Account Executive will help you determine what user types may be useful for you to setup and what the rules appropriate to those users may be. For example, you may want to allow Full-Time Students to park in different lots than Part-Time students. User Types will lay the groundwork for you to do this.  Once you have decided what types you will be using, you can use this wiki article to set them up.  

   You will also need to decide what information you will require when a new user creates a profile on your system. Refer to this wiki article for setup information.

     

4. Setting up the Admin Options

   Many of the Admin Options control your picklists for different options. You can refer to this Wiki article for more information.
   
   

5. Setting up ViolationAdmin Options 

   
   If you have purchased ViolationAdmin then you will need to setup your Ticket Types. Ticket Types are used to distinguish what type of Violation/ticket is being issued. Refer to this wiki article for more information.  You will also need to setup your Offence Types. Fine amounts are set and the discount for each offence is administered here.  Refer to this wiki article for more information. 

6. Setting up ParkAdmin Options

   A powerful aspect of OPS-COM is the ability to setup Virtual Parking lots and segregate them into Lot Groups and Zones. You will also have to give consideration to the types of permits and the rules for each permit type that you would like to use. For example, you may want to allow for permits that are sold daily or monthly.  For more information, review the information in this section of the wiki. 

   
   

7. Setting up your Handhelds and Printers

   Refer to these wiki articles to setup and pair your printers.

   • Using your Google Account supplied by OPS-COM

   • Setting Up your Handheld Units for the First Time

   • Setting your Android for Auto-Updates

   • Ticket Creation Settings

   • Setting up your Ticket Footer

   • Printer Setup

   It is beneficial to work through the Android Handheld Wiki to make the training more meaningful for you.  In particular it is important to familiarize your self with the Best Practices for OPS-COM Android wiki article.

   
   

8. System Settings Customization 
   For more information about System Settings and what each one means, refer to this wiki article.

    

9. Email Template Setup

   Email Templates that are created for communications with your clients are stored in this area in OPS-COM. Currently, you can edit the look and feel. In the future, you will be able to setup your own email templates. For more information about editing Email Templates, refer to this wiki article.

Module 2 - User Management

All User Profile information is managed in this module. You will go here to Add, Edit and Search for Users. You can also buy Lockers, Permits and pay for violations through the User Profile. There is a complete history for each users and also some bulk email filters that allow you to reach out to your users at your conveninence.

1. Quick registration - This is the area that you will need when adding a User to the system. Admins can manually add users or Users can be asked to log into the User Portal to create and manage their account.
2. User search
   1. How to edit a profile | Edit Lockers Tab | Edit Vehicles Tab | Edit Parking Tab | Payments Tab | History Tab | Complete History Tab |
      1. Basic information required (user type – admin can override/edit this field, username and email address; mailing address if hang tags are being mailed out)
      2. Check box at top of screen for “Allow user to login and mark account as active”
3. How to Merge Users
4. Emailing Users
5. How to add/delete user types that appear on the user side and type of information to be filled in by each user type (Admin Options, User Types)
6. How to sell lockers
7. How to set up vehicles
   1. Add/remove DNTT (Do Not Ticket or Tow)
8. How to sell parking permits
9. How to make payments
   1. Types of Reimbursements
   2. Cancel transactions
   3. Refunds
   4. Adjustments
10. How to see the history
    1. Complete history
11. How to see contact history (incidents only)
12. How to create custom forms
13. Highlight Reports

Module 3 - Lockers | Locker Troubleshooting

1. How to allocate lockers
2. How to do locker building area admin
3. How to manage locker allocations (Allocations button) | Allocate (Lockers) | Single Allocate (Lockers)  | Midnight List (Lockers)
4. How to manage active locker allocations (Allocations button)
5. Highlight reports
   
   

Module 4 - Permit Management

1. How to do permit allocate
2. How to do pricing and lot admin
3. How to manage permit allocations (Allocations button) | Allocate Permits | Single Allocate
4. How to manage active permit allocations (Allocations button) | Permit Rollovers
5. How to do lot zones 
6. Hang tag printing 
7. Access Cards/Barcodes (if required)
8. Highlight reports

Module 5 - Text2ParkMe (we need admin side wiki for T2P) 

1. Text2ParkMe 
2. Extend Permit 
3. Updating your Payment Information on the user side
   1. For Reference: /wiki/spaces/PA/pages/3146734

Module 6 - Violations

1. How to do a Manual Violation Entry by Administrator
2. How to do offenses admin
3. How to manage appeals
4. Highlight reports

Related: Sample Ticket/Warning with Explanations

Module 7 - Incidents

1. How to use dispatch
2. How to do incident entry
3. Highlight reports

Module 8 - Payments

1. Payments & Transaction Flow
2. Payment Processing Models
3. Highlight reports